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Account settings

The account settings page on Handshake Hub is where you can configure some base-level account defaults such as your primary time zone and currency, order behaviors, inventory, and more.

General

Primary Time Zone - This sets the time and date for your account and effects all components of the Handshake platform.

Primary Currency - This is the currency for the base unit price of all products within your Handshake account, across all aspects of the Handshake platform. We recommend setting this to the currency you primarily sell in. If you sell in multiple territories with varying currencies, this can be achieved by making use of customer groups.

Default Country Code - This should be the country code where your business is based.

App Appearance

Use custom tint(pro and enterprise) - checking this box will give you a series of sliders or a hex code field to set a custom font color within Handshake Rep and Handshake Direct Mobile.

Custom iOS images (pro and enterprise) - you can replace the default Handshake log in screen graphic on Handshake Rep and Handshake Direct Mobile with your own custom branding.

Orders

Order Confirmations:

CC Company on Order confirmations - check this box if you want your company email address to receive a copy of order confirmations that get sent to customers via Handshake Hub. You can configure this email address on the default manufacturer within your account. You can also set up multiple emails to be cc’d by comma separating the email addresses. i.e orders@myaccount.com,customerservice@myaccount.com

Email Products to Manufacturer(s) - if you are a distributor that sells multiple manufacturer/brand lines, this may be a useful feature for you. When an order is placed containing items from multiple manufacturers and this box is checked, each manufacturer will receive a separate order confirmation email that only has their specific products on it. This setting only applies to order confirmations that are emailed from Handshake Hub. More information on setting up multiple manufacturers within your Handshake account can be found here.

Mobile order history cutoff - When a cutoff date is set, orders written before the selected date will no longer be visible on Handshake Rep or Handshake Direct Mobile. This can improve sync speeds for high-volume accounts. By default, all available orders will sync to Handshake Rep and Handshake Direct Mobile.

Drop ship support - When enabled, reps can add a one-time use address to an order. This address will not be saved on the customer record in Handshake. To enable/disable dropship support for buyers, visit the Handshake Direct Online setup page.

Show orders written by master users (pro and enterprise) - When enabled, new orders written by master users are visible to all users in a customer’s owning user group. Only applies if a customer has exactly one owning user group.

Email Provider

Click on any of the available options if you want to configure a custom email address where all Handshake Hub customer correspondence gets sent from. This allows all sent emails to show up within your email account as sent mail. If you do not configure an email account sent messages will not show up and be trackable through your mail account.

Prices

Show All Prices In Catalog - When enabled, the iPad and iPhone catalog always shows prices from all price lists. When disabled, reps using the catalog can see prices from only those price lists accessible to the customers they service based on their user group assignment.

Permissions

Control Rep permissions (pro and enterprise) Each of these functions control what your reps are able to do. These are useful for making sure that your data stays organized.